How it works
- 01
Set up the scenario
Distinguish what you know from what needs to be verified.
- 02
Role-play the conversation
The customer starts with: “Does your offering also include migrating our legacy files?” Adapt your questions based on their response.
- 03
Review, then try again
Look for a clarifying question and a commitment to check, without making up an answer. Then replay the call using the scope approved by the sales manager.
What does this practice session look like?
A new hire presents the offering. The customer asks a question that isn’t covered in the training materials.
The customer says: “Does your offering also include migrating our legacy files?” Here’s one possible response.
“I’d rather verify the scope before confirming that for you. Which files would you like to migrate?”
What scenario should you practice?
A new hire knows the product presentation but hesitates as soon as a prospect goes off script. They need to learn to distinguish what they know from what they need to verify.
Present the scope of the offering, ask straightforward questions, and acknowledge the limits of what you know. Build a shared vocabulary with the sales manager.

What phrases should you try?
Adapt these to your own words. They’re meant to help you practice an intention, not recite a script.
- “Before I suggest an option, I’d like to understand how you use it today.”
- “I’d rather check that with the right team and get back to you.”
- “Just to make sure I understood, your priority is [rephrasing], right?”
What mistakes should you look for in the debrief?
Review your phrases in the call report and look for these.
- Start with the toughest scenarios.
- Evaluate how well they remember the pitch instead of how well they understand the customer’s needs.
- Let an AI mistake become accepted as truth about the offering.
What exercise should you do this week?
Start with a cooperative customer, add an objection, then add a time constraint. Review each call report with the new hire. With the Pro plan, sales managers can comment on specific moments and assign the next exercise.
Change just one element at a time. A simulation doesn’t guarantee any results on your real calls. It gives you a place to try things out. See call simulations and pricing.